Abstract

Many wind turbine gearboxes require repair or replacement well before reaching the end of their design life. The most common failure is bearing axial cracks, commonly called white etching cracks (WECs), which typically occur in the inner raceways of the high-speed parallel-stage rolling element bearings. Although the root causes of WECs are debated, one theory is that they are related to routine dynamic operating conditions and occasional transient events prevalent in wind turbines that can result in high bearing stress and sliding of the rolling elements. Here, this paper examined wind turbine gearbox high-speed shaft bearing loads and stresses through modeling and full-scale dynamometer testing. Bearing outer race loads were directly measured and predicted using a variety of modeling tools in normal operations, misaligned conditions, and transient events particularly prone to bearing sliding. Test data and models of bearing loads were well correlated. Neither operational misalignment due to rotor moments nor static generator misalignment affected the bearing loads when compared with pure-torque conditions. Thus, it is not likely that generator misalignment is a causal factor of WECs. In contrast, during transient events, the bearings experienced alternating periods of high stress, torque reversals, and loads under the minimum requisite at highmore » rotating speeds while showing indications of sliding, all of which could be related to the formation of WECs.« less

@article{osti_1409495,
title = {Investigation of high-speed shaft bearing loads in wind turbine gearboxes through dynamometer testing},
author = {Guo, Yi and Keller, Jonathan},
abstractNote = {Many wind turbine gearboxes require repair or replacement well before reaching the end of their design life. The most common failure is bearing axial cracks, commonly called white etching cracks (WECs), which typically occur in the inner raceways of the high-speed parallel-stage rolling element bearings. Although the root causes of WECs are debated, one theory is that they are related to routine dynamic operating conditions and occasional transient events prevalent in wind turbines that can result in high bearing stress and sliding of the rolling elements. Here, this paper examined wind turbine gearbox high-speed shaft bearing loads and stresses through modeling and full-scale dynamometer testing. Bearing outer race loads were directly measured and predicted using a variety of modeling tools in normal operations, misaligned conditions, and transient events particularly prone to bearing sliding. Test data and models of bearing loads were well correlated. Neither operational misalignment due to rotor moments nor static generator misalignment affected the bearing loads when compared with pure-torque conditions. Thus, it is not likely that generator misalignment is a causal factor of WECs. In contrast, during transient events, the bearings experienced alternating periods of high stress, torque reversals, and loads under the minimum requisite at high rotating speeds while showing indications of sliding, all of which could be related to the formation of WECs.},
doi = {10.1002/we.2150},
journal = {Wind Energy},
issn = {1095-4244},
number = 2,
volume = 21,
place = {United States},
year = {2017},
month = {11}
}

Abstract. In this study, the planetary load-sharing behavior and fatiguelife of different wind turbine gearboxes when subjected to rotor moments areexamined. Two planetary bearing designs are compared – one design usingcylindrical roller bearings with clearance and the other design usingpreloaded tapered roller bearings to support both the carrier and planetgears. Each design was developed and integrated into a750kW dynamometer tests, the loads on each planet bearingrow were measured and compared to finite-element models. Bearing loads werenot equally shared between the set of cylindrical roller bearings supportingthe planets even in pure torque conditions, with one bearing supporting up to46% more loadmore » than expected. A significant improvement in planetarybearing load sharing was demonstrated in the gearbox with preloaded taperedroller bearings with maximum loads 20% lower than the gearbox withcylindrical roller bearings. Bearing life was calculated with arepresentative duty cycle measured from field tests. The predicted fatiguelife of the eight combined planet and carrier bearings for the gearbox withpreloaded tapered roller bearings is 3.5 times greater than for the gearboxwith cylindrical roller bearings. The influence of other factors, such ascarrier and planet bearing clearance, gravity, and tangential pin positionerror, is also investigated. The combined effect of gravity and carrierbearing clearance was primarily responsible for unequal load sharing.Reducing carrier bearing clearance significantly improved load sharing, whilereducing planet clearance did not. Normal tangential pin position error didnot impact load sharing due to the floating sun design of this three-planetgearbox.« less

Bearing behavior is an important factor for wind turbine drivetrain reliability. Extreme loads and dynamic excitations pose challenges to the bearing design and therefore its performance. Excessive skidding of the bearing rollers should be avoided because it can cause scuffing failures. Excitations coming from wind and the electricity grid can subject the drivetrain to fluctuating torque and nontorque loads. Wind-induced excitations have been investigated predominantly in literature. However, modern wind turbines are subjected more and more to grid-induced loads because of stricter electricity grid regulations. For example, during fault-ride-through events, turbines are required to stay connected for a longer periodmore » of time during the grid failure. This work investigates the influence of electrically induced excitations on the skidding behaviour of the tapered roller bearings on the high-speed stage of a wind turbine gearbox. This skidding behaviour during dynamic events is described as a potential bearing failure initiator by many researchers; however, only limited full-scale dynamic testing is documented. Therefore, a dedicated gridloss-type event is defined in the paper and conducted in a dynamometer test on a full-scale wind turbine nacelle. During the event, a complete electricity grid failure is simulated while the turbine is at rated speed and predefined torque levels. Particular focus is on the characterization of the high-speed shaft tapered roller bearing slip behavior. Strain-gauge bridges in grooves along the circumference of the outer ring are used to characterize the bearing load zone in detail. It is shown that during the torque reversals of the transient event, roller slip can be induced. This indicates the potential of the applied load case to go beyond the preload of the tapered roller bearing. Furthermore, the relation between the applied torque and skidding level is studied.« less

Bearing behavior is an important factor for wind turbine drivetrain reliability. Extreme loads and dynamic excitations pose challenges to the bearing design and therefore its performance. Excessive skidding of the bearing rollers should be avoided because it can cause scuffing failures. Excitations coming from wind and the electricity grid can subject the drivetrain to fluctuating torque and nontorque loads. Wind-induced excitations have been investigated predominantly in literature. However, modern wind turbines are subjected more and more to grid-induced loads because of stricter electricity grid regulations. For example, during fault-ride-through events, turbines are required to stay connected for a longer periodmore » of time during the grid failure. This work investigates the influence of electrically induced excitations on the skidding behaviour of the tapered roller bearings on the high-speed stage of a wind turbine gearbox. This skidding behaviour during dynamic events is described as a potential bearing failure initiator by many researchers; however, only limited full-scale dynamic testing is documented. Therefore, a dedicated gridloss-type event is defined in the paper and conducted in a dynamometer test on a full-scale wind turbine nacelle. During the event, a complete electricity grid failure is simulated while the turbine is at rated speed and predefined torque levels. Particular focus is on the characterization of the high-speed shaft tapered roller bearing slip behavior. Strain-gauge bridges in grooves along the circumference of the outer ring are used to characterize the bearing load zone in detail. It is shown that during the torque reversals of the transient event, roller slip can be induced. This indicates the potential of the applied load case to go beyond the preload of the tapered roller bearing. Furthermore, the relation between the applied torque and skidding level is studied.« less

Abstract. In this paper, the planetary load-sharing behavior and fatigue life of different wind turbine gearboxes when subjected to rotor moments are examined. Two planetary bearing designs are compared – one design using cylindrical roller bearings with clearance and the other design using preloaded tapered roller bearings to support both the carrier and planet gears. Each design was developed and integrated into a 750kW dynamometer tests, the loads on each planet bearing row were measured and compared to finite-element models. Bearing loads were not equally shared between the set of cylindrical roller bearings supporting the planets even in pure torquemore » conditions, with one bearing supporting up to 46% more load than expected. A significant improvement in planetary bearing load sharing was demonstrated in the gearbox with preloaded tapered roller bearings with maximum loads 20% lower than the gearbox with cylindrical roller bearings. Bearing life was calculated with a representative duty cycle measured from field tests. The predicted fatigue life of the eight combined planet and carrier bearings for the gearbox with preloaded tapered roller bearings is 3.5 times greater than for the gearbox with cylindrical roller bearings. The influence of other factors, such as carrier and planet bearing clearance, gravity, and tangential pin position error, is also investigated. The combined effect of gravity and carrier bearing clearance was primarily responsible for unequal load sharing. Reducing carrier bearing clearance significantly improved load sharing, while reducing planet clearance did not. Normal tangential pin position error did not impact load sharing due to the floating sun design of this three-planet gearbox.« less